As a Wealth Advisor with Veracity Capital, Matt’s primary focus is his clients and their overall financial fitness. His business centers around professional investment management and he believes a sound investment strategy always involves thorough risk management, tax efficiency, and proper estate planning.
Matt has more than 15 years of experience in the wealth management and financial services industry. Prior to Veracity Capital, Matt was a Vice President at Goldman Sachs Ayco. He has a deep understanding of financial markets with a strong background in all aspects of financial planning and integrates this into his everyday practice. Matt built his career on the principles of trust and integrity which he believes are critical to building long-lasting and successful partnerships.
He received a Bachelor of Business Administration in Finance from Texas Tech University and earned his MBA with a focus in Personal Financial Planning from Texas Tech University.
Professional Designations
- Series 66
- Life & Health Insurance licensed
